Skip to main content

Creating Reminders

It’s a reminder detail that helps the user to interact with debtors and has four buttons

Interaction type Type of interaction chosen
Reminder to The person to whom the reminder is directed to
Restrict view Restrict the people who will have access to view the reminder by ticking the box
Reminder to The person who’s reminded
Reference Short descripting of the reminder
Description Full description of the reminder and the date.
Complete If the reminder is complete, it should be ticked and saved so that it can disappear
Add Recipients button Add the recipient of the reminder